17hats + Copper
Update opportunities in Copper when contacts are updated in 17hats
Effortlessly keep your Copper CRM updated with the latest contact information from 17hats. This workflow is activated when a contact is updated in 17hats, and seamlessly creates or updates the corresponding opportunity in Copper. Save time and ensure that your CRM always stays current with accurate customer details.
Effortlessly keep your Copper CRM updated with the latest contact information from 17hats. This workflow is activated when a contact is updated in 17hats, and seamlessly creates or updates the corresponding opportunity in Copper. Save time and ensure that your CRM always stays current with accurate customer details.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Entity TypeRequired
Activity TypeRequired
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Company
Triggers when a new Company is created in Copper.
Try It
